+210.9%
DHR vs ALB
+90.4%
+120.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.3% |
| 7D | -2.4% | -8.6% | +6.2% | -1.0% |
| 30D | -2.2% | -4.0% | +1.9% | -1.6% |
| 3M | +9.0% | -17.4% | +26.3% | +11.8% |
| 6M | +3.5% | -25.4% | +28.9% | +7.1% |
| YTD | -10.1% | -10.5% | +0.4% | -10.5% |
| 1Y | +6.2% | +75.8% | -69.6% | -7.4% |
| 3Y | -5.4% | -28.5% | +23.2% | -8.2% |
| 5Y | -27.9% | -45.1% | +17.2% | -28.9% |
| All | +210.9% | +90.4% | +120.6% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling